VNA
SEM

Valley National Advisers’s Select Medical SEM Stock Holding History

Valley National Advisers’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-130
Closed -$2K – 1074
2024
Q2 		$2K Buy
130
+9
+7% +$154 ﹤0.01% 951
2024
Q1 		$1K Hold
121
– – ﹤0.01% 1164
2023
Q4 		$1K Buy
121
+84
+227% +$1.06K ﹤0.01% 1138
2023
Q3 		$1K Buy
+37
New +$571 ﹤0.01% 1005

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Valley National Advisers's SEM Position: Q3 2024 in Review

Valley National Advisers sold out of Select Medical (SEM) in Q3 2024, closing a stake of 130 shares — an estimated $2K sold.

Valley National Advisers first reported a position in SEM in Q3 2023 and held it in 4 quarters. The position peaked at $2K in Q2 2024. 286 funds tracked by Wall St. Rank hold SEM as of Q3 2024.

  • Valley National Advisers reported no remaining Select Medical position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 130 Select Medical shares in Q3 2024, an estimated $2K.
  • Valley National Advisers first reported a position in Select Medical in Q3 2023 and held it in 4 quarters.
  • Valley National Advisers's Select Medical position peaked at $2K in Q2 2024.
  • 286 funds tracked by Wall St. Rank held Select Medical as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.